Morgan Stanley: Tesla Solar Manufacturing Could Add Up to $50B in Value
Morgan Stanley says Tesla’s move into solar manufacturing could add $25B–$50B to its energy business by boosting vertical integration and data center power supply.
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SpaceX Acquires xAI in Record $250 Billion Deal, Creating $1.25 Trillion Tech Giant
Elon Musk merges SpaceX and xAI in historic $250B acquisition, forming $1.25T entity combining space exploration with AI. Deal sets new M&A record, surpassing Vodafone-Mannesmann.
Wells Fargo: Tesla’s Solar Push Shakes Market, but First Solar Stands Strong
Wells Fargo says Tesla’s U.S. solar plans triggered a selloff, but First Solar remains well positioned thanks to cost and pricing strength.
Elon Musk Eyes Empire Consolidation: SpaceX Explores Mergers with Tesla and xAI
SpaceX is weighing potential mergers with both Tesla and xAI as Elon Musk considers consolidating his business empire ahead of a blockbuster IPO potentially valuing SpaceX at $1.5 trillion.
Tesla Invests $2B in xAI as Q4 Profits Beat Expectations
Tesla announces $2 billion investment in Elon Musk's xAI while reporting stronger-than-expected Q4 2025 earnings. Energy storage hits record highs as EV sales face headwinds.
Elon Musk: Tesla Robotaxis Now Driving Without Humans
Tesla’s Robotaxis are running without safety drivers in Austin, boosting stock by 4% as Musk calls self-driving cars “essentially solved.”